Legacy Wealth Management (Idaho)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$127K	Buy	+1,260	New	+$127K	0.06%	154
2025 Q4	–	Sell	-2,489	Closed	-$251K	–	960
2025 Q3	$251K	Sell	2,489 -897	-26%	-$90.2K	0.11%	86
2025 Q2	$341K	Buy	3,386 +1,530	+82%	+$154K	0.18%	62
2025 Q1	$187K	Buy	+1,856	New	+$187K	0.13%	70

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SGOV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 1,260 shares worth $127K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in SGOV as recently as Q3 2025.

Legacy Wealth Management (Idaho) first reported a position in SGOV in Q1 2025 and has held it in 4 quarters since. The position peaked at $341K in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Legacy Wealth Management (Idaho) held 1,260 shares of iShares 0-3 Month Treasury Bond ETF worth $127K as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #154 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
Legacy Wealth Management (Idaho)'s iShares 0-3 Month Treasury Bond ETF position peaked at $341K in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.